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January 26, 2024
Question

How do I import a qbb file from my previous quickbooks to this one

  • January 26, 2024
  • 1 reply
  • 0 views
I had a bookkeeper who was running quickbooks for me and I accessed remotely. I have changed the service, and now I have to open my own account with quickbooks. I have the QBB fiole from the old bookkeeper, but I don't know how to load that into the new account.

1 reply

January 26, 2024

Do you know which year's version of QB Desktop your accountant was using to create the backup file? You may need to install the trial version of QB Desktop on your machine to export data to QBO or purchase a 3rd party conversion service.

January 26, 2024

Hello there, hairspringmaker.

 

I can assist in importing your previous QBB file to QuickBooks Online.

 

You can open your backup file to the supported version of QuickBooks Desktop and then migrate it to QBO. Please note that this is applicable if your QBO account is less than 60 days old. For the detailed process, refer to this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

If you don't have access to QuickBooks Desktop or it's outdated, you can use an online tool to upload your QBB file. In that manner, you can transfer this information to your QBO company file.

 

To get started, access the tool from this link: QuickBooks Pro/Premier. Then, select Get Started and sign in with your Intuit Account. Afterward, upload your file by following the steps below:

 

  1. Tap the Select file and then browse the .QBB file you have. Know that you can only upload one file at a time.
  2. Then, select Open to upload this. Alternatively, Drag and Drop the file to the designated section to upload it.
  3. Once uploaded, it will auto-update the file to the latest version of QBDT.
  4. Next to it, you’ll see an option to move this to QBO.
  5. Follow the on-screen guidelines to walk you through moving to QBO.

 

Furthermore, check this link to understand how features and data were transferred to QBO. This explains how your books were moved: Learn how features and data move from QuickBooks Desktop to QuickBooks Online

 

If you have more queries about transferring your data to QBO, kindly post them below. I’m always around to help.

January 27, 2024

So, the file imported, but I don't see the functionality that QB Desktop has. Specifically, I don't see a way to create Sales Orders (I renamed mine Shop Orders). The process goes from Estimates directly to Invoices. I am a manufacturer, and I selected that option when signing up for QB online. there has to be a way to do this, or else why work so hard to discourage the desktop version, which does have that functionality?